Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 47.10

-4.4%

12:47 PM EST

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To: Tony Viola who wrote (97630)	1/26/2000 6:44:00 PM
From: Road Walker	of 186894

Tony, My guess is that it's Intel that was Dell's problem. When they said "new" products, that sure sounds like microprocessors. You've got the GTW warning as additional evidence, THEY didn't mention any other semiconductors. It's OK with me. I bought Intel leaps at the close, and will continue to average in if we move down over the next days or weeks. As someone said in a previous post (Barry?), this is a high class problem, demand exceeding supply. It leads to higher gross margins and higher sales, and a higher stock price if you have a little patience. Is Dell having a conference call? John

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